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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,297 | $159,978-89.2% | $147,041-88.2% | $145,978-88.2% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 36.58% | 98.36%-61.8pp | 419.21%-382.6pp | 550.52%-513.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,380 | $8,429+11.3% | $8,071+16.2% | $6,690+40.2% |
| Admin fee / account holder | $114 | $15,053-99.2% | $13,006-99.1% | $13,400-99.2% |